Broadcom shares owned by Aletheian Wealth Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Aletheian Wealth Advisors
from 13F filings
Historical chart of Aletheian Wealth Advisors investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Aletheian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Broadcom by Aletheian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 5.2k | 329.91 |
| 2025-06-30 | $1.5M | 5.4k | 275.65 |
| 2025-03-31 | $911k | 5.4k | 167.43 |
| 2024-12-31 | $1.1M | 4.7k | 231.84 |
| 2024-09-30 | $755k | 4.4k | 172.50 |
| 2024-06-30 | $700k | 436 | 1605.53 |
| 2024-03-31 | $501k | 378 | 1325.41 |
| 2023-12-31 | $378k | 339 | 1116.25 |
| 2023-09-30 | $292k | 351 | 830.58 |
| 2023-06-30 | $305k | 352 | 867.43 |
| 2023-03-31 | $202k | 315 | 641.54 |